Transaction Coordination

PRIME will manage the administrative tasks associated with your real estate deals, ensuring impeccable attention to detail and organization. Our goal is to streamline the process for you, making it as smooth and efficient as possible.

Review the contract for completeness and follow up with the necessary parties for outstanding initials, signatures and dates.
Send an email to you outlining important dates and contact all involved parties including the Lender, Title Company, Client and Co-op Agent; introduce myself and request that all paperwork and communications related to the transaction flow through me.
Add all relevant dates to your digital calendar.
Establish a file in your Broker system of record, where all documents and contact information will be uploaded.
Etc...

Coordinate the timely satisfaction and removal of all contingencies and keep you informed of the progress, including ordering HOA/Condo documents.
Conduct weekly lender check ins or more frequently as needed.
Coordinate inspections with you, the inspector, the Buyer and the Co-op Agent.
Maintain an on-going system of record as documents are submitted and amendments are made throughout the transaction process.
For Buyers: collect second deposit check from the Buyer and forward to the Listing Agent.
For Sellers: order payoffs and obtain tax, water & sewer certifications.
Send a detailed email requesting home warranty selection and follow up until selection is made.
Etc...

Provide Clients with reminders to connect or disconnect all necessary utilities and secure homeowner’s insurance.
Verify loan commitment with Client’s lender, provide copies and notify you of any problems in underwriting.
Order and review the title report, notify you of any issues and assist in resolving them.
Schedule final walk-through and closing with your Clients, the Title Company and any other involved parties.
Etc...

Obtain final signed closing disclosures and upload them to your system or record.
Send a congratulatory letter to your Buyer(s) or a thank you letter to your Seller(s) prompting them to leave a review for you with clickable links.
Design "Just Sold" postcards and send them out to the demographic of your choice (postage paid separately).
Add clients to your contact database, incorporating their new addresses and emails, to ensure they are included in your Former Clients drip campaign.
Etc...